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  • The brief
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  • Big bets · 3
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Generated Oct 23, 2026
  1. Programmable
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growth playbook · Oct 23, 2026

perchwell.com (opens in a new tab)

Perchwell growth playbook

Diagnosis

Perchwell is hiring a Product Marketing Manager to run continuous release launches and MLS conversion communications, and a Senior Implementation Lead for enterprise conversions. It has just finished a strong conversion at Baldwin (more than 3,000 members, 90% trained before launch, 92% CSAT), but that proof sits in blog posts the sitemap does not list and is missing from the For MLS page.

This playbook puts the results where MLS boards decide, routes MLS leads to conversion conversations, fixes the sitemap and speed, then builds a launch kit, a public changelog, a conversion template, an evaluation pack and peer champions.

Growth Score

7/10

Biggest Opportunity

Turn the finished Baldwin conversion into the repeatable proof and process for every MLS that is deciding now.

Biggest Risk

MLS decisions are slow and committee-led, and established platforms such as Flexmls and Cotality speak directly to MLS organizations; one difficult conversion would weigh heavily.

01

Start here

The three moves to make first. Each one is written up in full below.

  1. 1

    Put the Baldwin conversion results on the For MLS page, where MLS boards decide

    Add the three Baldwin numbers and one leadership quote to /mls this week.

    High impact First result in 1 month
  2. 2

    Get the four newest posts into the sitemap

    Republish the sitemap and submit it.

    Medium impact First result in 2 weeks
  3. 3

    Route MLS demo requests to a conversion conversation, not a generic demo

    Add an MLS branch to the form workflow in HubSpot.

    High impact First result in 1 month

02

Your idea portfolio

21 ideas, grouped by when to run them. Open any idea for how to run it: the steps, who to approach, copy you can use, and how to measure it.

  • 7 ideas are marked Unexpected: plays you are unlikely to have tried.

Every idea placed by the effort it takes against the impact it could have. Quick wins sit top left; select a number to open that idea. The filters below narrow the list by status, timing, category and what Programmable can build.

Effort vs impactEach number is an idea. Select one to open it.
Impact →
Quick wins · 3Big bets · 7Fill-ins · 7Reconsider · 4
Effort →

Showing 21 of 21 ideas

This week 6

Quick wins with a clear first action.

  • 01

    Perchwell's best sales proof for MLS leaders is buried in a blog post: Baldwin trained 90% of its membership before launch and scored 92% CSAT during cutover, moving more than 3,000 members. The For MLS page that boards and executives read shows none of it: no conversion results, no MLS customer story, and only agent and broker testimonials. The new Product Marketing Manager is hired to own exactly these MLS conversions and their case studies.

    High impactLow effort First result in 1 month Product Marketing Manager

    First action

    Add the three Baldwin numbers and one leadership quote to /mls this week.

    How to measure it

    MLS demo requests

    Now
    –
    Target
    +30%
    By
    1 quarter

    Steps

    1. 1

      Pull the facts

      Numbers and quotes already published.

      Product Marketing Manager 1 day

    2. 2

      Check with Baldwin

      Permission to feature them on /mls.

      Head of Customer Success 3 days

    3. 3

      Write the section

      Results, rollout, quote, resource center.

      Product Marketing Manager 2 days

    4. 4

      Build the case study

      Full page with timeline.

      Product Marketing Manager 1 week

    5. 5

      Add the button

      Route to implementation.

      Marketing Operations 1 day

    6. 6

      Measure

      MLS demo requests from /mls.

      Marketing Operations monthly

    First result
    1 month
    Cost
    Staff time only
    Owner
    Product Marketing Manager

    Smallest test

    Add the numbers to /mls and track MLS demo requests for a month.

    Why it works

    Add a "How conversions go" section to /mls: the three Baldwin numbers, the phased rollout with a parallel period, a short quote from Baldwin MLS leadership (already public in the announcement), a link to the conversion resource center as a live example, and a "Talk to our implementation team" button. Then publish a full Baldwin case study page and link it from the homepage MLS block.

    An MLS choosing a platform fears the conversion more than the software. Showing measured results from a finished conversion answers that fear where they are reading.

    Ready to use

    ChecklistFor MLS conversion section

    [ ] 90% of members trained before launch
    [ ] 92% CSAT during cutover
    [ ] 3,000+ members moved
    [ ] Phased rollout with a parallel period
    [ ] One public quote from Baldwin MLS leadership
    [ ] Link to the member resource center
    [ ] "Talk to our implementation team" button

    Risks and how to handle them

    • One conversion is a small sample

      Add each new MLS as it completes.

    • Customer approval

      Use only quotes already in the public announcement until approved.

    Evidence

    • Your websiteBlog, "Choosing an MLS Platform is more than just picking the technology" (October 21, 2026, after CMLS Open House): "When Baldwin REALTORS® moved its membership off its legacy platform this year, we trained 90% of the membership before launch and achieved a 92% CSAT score during the cutover." Lists the conversion approach: discovery, data mapping, role-based training, office visits, "a conversion resource center for members".Source
    • Your websiteBlog, "Baldwin MLS Completes Its Transition to Perchwell" (September 22, 2026): "More than 3,000 real estate professionals across Baldwin County, Alabama" moved in "a phased rollout over several months, including a parallel period"; quotes from the Baldwin MLS President and Executive Officer; "the largest technology change in Baldwin MLS's history".Source
    • Your websiteThe For MLS page (/mls) lists listings integrity, third-party data sets, API-first integrations, permissions, RESO certification and customer-success services, then three testimonials from a managing broker and agents. It shows no conversion results, no MLS customer story and no link to the Baldwin posts; Baldwin appears only as a help-center link in the footer.Source
    • HiringProduct Marketing Manager (posted October 20, 2026): "Perchwell releases to every customer at once and ships continuously, so product launches are a steady stream"; produce "release messaging, help center articles and updates, Intercom macros for the support team, MLS staff enablement briefs, member emails, What's New entries, and in-app messages"; "Own the member-facing communication plan for each MLS conversion, from announcement through the parallel period, training cohorts, cutover, and the first months after"; "Partner with Customer Success to capture testimonials and case studies to enable the Sales team"; "Build and maintain AI skills and templates, so recurring work starts from a system rather than a blank page".Source
    • Your websiteBaldwin conversion center (/mls/baldwin-conversion-center): a member resource center with a How-To Video Library, a list of member "Power Users ... trained up ahead of launch to help colleagues", three ways to complete the required "Introduction to Perchwell" training (in-person, virtual, LMS) and an events calendar.Source
  • 02

    The sitemap stops at April 27, 2026 and lists 10 posts, while the blog shows 13. The four newest, including the Baldwin completion and the 90%/92% conversion results, are missing.

    Medium impactLow effort First result in 2 weeks Marketing Operations

    First action

    Republish the sitemap and submit it.

    How to measure it

    Blog posts in sitemap

    Now
    –
    Target
    100%
    By
    1 week

    Steps

    1. 1

      Check settings

      Blog collection in sitemap.

      Marketing Operations 1 hour

    2. 2

      Republish

      Sitemap.

      Marketing Operations 1 hour

    3. 3

      Submit

      Search Console.

      Marketing Operations 1 hour

    4. 4

      Request indexing

      Four newest posts.

      Marketing Operations 1 hour

    5. 5

      Add a check

      Monthly.

      Marketing Operations 1 hour

    6. 6

      Monitor

      Indexing status.

      Marketing Operations 2 weeks

    First result
    2 weeks
    Cost
    $0
    Owner
    Marketing Operations

    Smallest test

    Republish today.

    Why it works

    Check the Webflow sitemap settings for the blog collection, republish the sitemap, submit it in Search Console, and add a monthly check that every published post is listed.

    Search engines and AI crawlers find new pages through the sitemap; the newest posts are the strongest sales content.

    Risks and how to handle them

    • Other collections missing

      Check every collection at the same time.

    Evidence

    • Your websiteSitemap (checked October 22, 2026): 32 URLs with 10 blog posts, the newest dated April 27, 2026. The blog page shows 13 posts; the four newest (Baldwin completes its transition, Choosing an MLS platform, an agent's client-collaboration story and "How one Baldwin REALTOR® saves two hours per listing report") are not in the sitemap.Source
    • Your websiteBlog, "Choosing an MLS Platform is more than just picking the technology" (October 21, 2026, after CMLS Open House): "When Baldwin REALTORS® moved its membership off its legacy platform this year, we trained 90% of the membership before launch and achieved a 92% CSAT score during the cutover." Lists the conversion approach: discovery, data mapping, role-based training, office visits, "a conversion resource center for members".Source
    • Your websiteBlog, "Baldwin MLS Completes Its Transition to Perchwell" (September 22, 2026): "More than 3,000 real estate professionals across Baldwin County, Alabama" moved in "a phased rollout over several months, including a parallel period"; quotes from the Baldwin MLS President and Executive Officer; "the largest technology change in Baldwin MLS's history".Source
  • 03

    The homepage form asks visitors what type of organization they represent. An MLS executive and an individual agent need very different first calls.

    High impactLow effort First result in 1 month Head of Sales

    First action

    Add an MLS branch to the form workflow in HubSpot.

    How to measure it

    MLS first meetings

    Now
    –
    Target
    +25%
    By
    1 quarter

    Steps

    1. 1

      Branch the form

      MLS and Association answers.

      Marketing Operations 1 day

    2. 2

      Write the email

      Case study and approach.

      Product Marketing Manager 1 day

    3. 3

      Set the call

      Sales plus implementation.

      Head of Sales 1 day

    4. 4

      Brokerage path

      Separate demo.

      Head of Sales 1 day

    5. 5

      Track

      Meetings and stages.

      Marketing Operations weekly

    6. 6

      Review

      After ten MLS leads.

      Head of Sales 1 quarter

    First result
    1 month
    Cost
    $0
    Owner
    Head of Sales

    Smallest test

    Turn on the MLS email this week.

    Why it works

    When the answer is MLS or Association, send an instant email with the Baldwin case study and conversion approach, and book the first call with someone from implementation and sales together. Brokerages get the brokerage demo.

    MLS buyers are few and high value; a specific first response shortens a long, committee-led decision.

    Risks and how to handle them

    • Mis-selected answers

      Sales checks each lead.

    Evidence

    • Your websiteHomepage: "Where agent work happens"; a demo form asking "What type of organization do you represent?" (MLS, Association of REALTORS©, Brokerage, Broker Office, Vendor, Other); no social share image, while the Baldwin announcement post has one. The iOS app "Real Estate by Perchwell" is rated 3.79 from 34 ratings (updated October 12, 2026).Source
    • HiringSenior Implementation Lead (posted October 13, 2026): "Own and drive large-scale enterprise implementation projects from inception through successful transition to Customer Success Management", reporting to the Head of Customer Success; plus a Senior QA Engineer, Web & Mobile Automation (October 14). Every post says Perchwell has "strategic partnerships with some of the country's top Multiple Listing Services (MLSs)" and is "the first major new platform to enter the listings technology market in decades", backed by Lux Capital and Founders Fund.Source
    • Your websiteBlog, "Choosing an MLS Platform is more than just picking the technology" (October 21, 2026, after CMLS Open House): "When Baldwin REALTORS® moved its membership off its legacy platform this year, we trained 90% of the membership before launch and achieved a 92% CSAT score during the cutover." Lists the conversion approach: discovery, data mapping, role-based training, office visits, "a conversion resource center for members".Source
  • 04

    Real Chrome visitors wait 4.5 seconds (p75) for the main content, and it got 29% slower in the latest period; responsiveness and layout pass.

    Medium impactMedium effort First result in 1 month Marketing Operations

    First action

    Identify the largest element on the homepage.

    How to measure it

    Real-visitor LCP

    Now
    –
    Target
    Under 2.5 s
    By
    60 days

    Steps

    1. 1

      Find the element

      Homepage and /mls.

      Marketing Operations 1 day

    2. 2

      Compress

      Images and video.

      Marketing Operations 1 day

    3. 3

      Preload

      Main image.

      Marketing Operations 1 hour

    4. 4

      Defer scripts

      Chat and scheduling.

      Marketing Operations 1 day

    5. 5

      Test

      Lab and field.

      Senior QA Engineer, Web & Mobile Automation 1 week

    6. 6

      Monitor

      Monthly.

      Marketing Operations monthly

    First result
    1 month
    Cost
    Developer time
    Owner
    Marketing Operations

    Smallest test

    Compress the hero and re-test.

    Why it works

    Find the largest element on the homepage and /mls, compress and preload it, delay HubSpot and Calendly scripts until interaction, and recheck field data monthly.

    MLS staff and agents often open the site on phones between meetings; a faster first view keeps them.

    Risks and how to handle them

    • Chat appears late

      Load it on first interaction.

    Evidence

    • Google PageSpeedReal Chrome visitors to perchwell.com (p75): Largest Contentful Paint 4.5 s, failing the 2.5 s line and 29% slower than the previous period; INP 106 ms and CLS 0.06 pass. The site runs on Webflow with HubSpot and Calendly.Source
    • Your websiteThe For MLS page (/mls) lists listings integrity, third-party data sets, API-first integrations, permissions, RESO certification and customer-success services, then three testimonials from a managing broker and agents. It shows no conversion results, no MLS customer story and no link to the Baldwin posts; Baldwin appears only as a help-center link in the footer.Source
  • 05

    The homepage has no social share image, so links pasted into email, LinkedIn or Slack show a plain card. The Baldwin announcement post has one; the core pages do not.

    Medium impactLow effort First result in 2 weeks Product Marketing Manager

    First action

    Add a share image to the homepage.

    How to measure it

    Link clicks from social

    Now
    –
    Target
    +15%
    By
    60 days

    Steps

    1. 1

      Pick images

      Press kit screenshots.

      Product Marketing Manager 1 day

    2. 2

      Write descriptions

      Per page.

      Product Marketing Manager 1 day

    3. 3

      Add

      In Webflow.

      Marketing Operations 2 hours

    4. 4

      Test

      LinkedIn and Slack previews.

      Marketing Operations 1 hour

    5. 5

      Share

      Sales team links.

      Head of Sales 1 day

    6. 6

      Review

      Quarterly.

      Product Marketing Manager quarterly

    First result
    2 weeks
    Cost
    $0
    Owner
    Product Marketing Manager

    Smallest test

    Fix the homepage preview today.

    Why it works

    Add share images and descriptions to the homepage, /mls, /professionals and each product page, using the product screenshots from the press kit.

    MLS and broker decisions involve many people; a clear link preview helps a forwarded link get opened.

    Risks and how to handle them

    • Wrong image cached

      Refresh preview caches.

    Evidence

    • Your websiteHomepage: "Where agent work happens"; a demo form asking "What type of organization do you represent?" (MLS, Association of REALTORS©, Brokerage, Broker Office, Vendor, Other); no social share image, while the Baldwin announcement post has one. The iOS app "Real Estate by Perchwell" is rated 3.79 from 34 ratings (updated October 12, 2026).Source
    • Your websiteCompany news on the blog: a $25M Series B led by Lux Capital; an earlier $15M Series A "to scale its real estate data and workflow platform nationally"; "Perchwell Taps Enterprise-Scale Platform Leaders to Accelerate Real Estate Infrastructure Modernization". The press kit says Perchwell was founded in 2015 in New York and "every feature or enhancement we build can be immediately deployed across our entire network".Source
  • 06

    Perchwell has new stories with concrete outcomes, such as an agent saving two hours per listing report and clients moving from portal links into Perchwell threads. The For Brokers page lists features without them.

    Medium impactLow effort First result in 1 month Product Marketing Manager

    First action

    Write two short result blocks.

    How to measure it

    Brokerage demo requests

    Now
    –
    Target
    +15%
    By
    1 quarter

    Steps

    1. 1

      Pick stories

      Two with numbers.

      Product Marketing Manager 1 day

    2. 2

      Write blocks

      Short results.

      Product Marketing Manager 1 day

    3. 3

      Add to pages

      Brokers and product pages.

      Marketing Operations 1 day

    4. 4

      Link to posts

      Full stories.

      Marketing Operations 1 hour

    5. 5

      Collect more

      One story a month.

      Head of Customer Success monthly

    6. 6

      Measure

      Demo requests.

      Marketing Operations monthly

    First result
    1 month
    Cost
    $0
    Owner
    Product Marketing Manager

    Smallest test

    Add one story block this week.

    Why it works

    Add a "Results from agents" block to /professionals with the two-hours-per-report story and the collaboration story, and a short metric line on the Reports and Client Collaboration product pages.

    Brokers buy on agent productivity; a measured result is more convincing than a feature list.

    Risks and how to handle them

    • Stories from one market

      Add stories from other markets as they come.

    Evidence

    • Your websiteRecent posts: "How one Baldwin REALTOR® saves two hours per listing report with Perchwell"; an agent whose clients "used to send her consumer portal links" and now discuss listings in a Perchwell thread; "Introducing AI Scribe: Write Listing Descriptions in Seconds"; "Three Practical Uses of AI for the MLS"; an employee story that begins "After 15 years in the real estate industry".Source
    • Your websiteFor Brokers page: AI listing descriptions, branded CMAs and presentations, local market insights, client collaboration on mobile, and "Recruit and nurture top talent" for brokerages.Source
    • HiringProduct Marketing Manager (posted October 20, 2026): "Perchwell releases to every customer at once and ships continuously, so product launches are a steady stream"; produce "release messaging, help center articles and updates, Intercom macros for the support team, MLS staff enablement briefs, member emails, What's New entries, and in-app messages"; "Own the member-facing communication plan for each MLS conversion, from announcement through the parallel period, training cohorts, cutover, and the first months after"; "Partner with Customer Success to capture testimonials and case studies to enable the Sales team"; "Build and maintain AI skills and templates, so recurring work starts from a system rather than a blank page".Source

This quarter 10

The core plays for the next three months.

  • 07

    The PMM must ship What's New entries, help articles, Intercom macros, MLS staff briefs, member emails and in-app messages for every release, and build AI skills so work starts from a system.

    High impactMedium effort First result in 1 quarter Product Marketing Manager

    First action

    Write the release brief template.

    How to measure it

    Hours per release

    Now
    –
    Target
    -50%
    By
    2 quarters

    Steps

    1. 1

      Brief template

      Fields every release needs.

      Product Marketing Manager 1 week

    2. 2

      Asset templates

      Six asset types.

      Product Marketing Manager 2 weeks

    3. 3

      Review step

      Product and Customer Success check.

      Product Marketing Lead 1 week

    4. 4

      Pilot

      Three releases.

      Product Marketing Manager 1 month

    5. 5

      Measure

      Hours per release.

      Product Marketing Manager monthly

    6. 6

      Improve

      After each launch.

      Product Marketing Manager monthly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Product Marketing Manager

    Smallest test

    Run one release through the kit.

    Why it works

    Write one release brief template (what changed, who it helps, how to use it, screenshots). Build templates that turn it into each asset as a reviewable draft, and track time from release to complete asset set.

    Continuous releases need continuous communication; a single source keeps every asset accurate.

    Risks and how to handle them

    • Drafts are inaccurate

      Product signs off each brief.

    Evidence

    • HiringProduct Marketing Manager (posted October 20, 2026): "Perchwell releases to every customer at once and ships continuously, so product launches are a steady stream"; produce "release messaging, help center articles and updates, Intercom macros for the support team, MLS staff enablement briefs, member emails, What's New entries, and in-app messages"; "Own the member-facing communication plan for each MLS conversion, from announcement through the parallel period, training cohorts, cutover, and the first months after"; "Partner with Customer Success to capture testimonials and case studies to enable the Sales team"; "Build and maintain AI skills and templates, so recurring work starts from a system rather than a blank page".Source
    • Your websiteCompany news on the blog: a $25M Series B led by Lux Capital; an earlier $15M Series A "to scale its real estate data and workflow platform nationally"; "Perchwell Taps Enterprise-Scale Platform Leaders to Accelerate Real Estate Infrastructure Modernization". The press kit says Perchwell was founded in 2015 in New York and "every feature or enhancement we build can be immediately deployed across our entire network".Source
    • Your websiteFooter links: help centers for NYC, CRMLS and Baldwin REALTORS® (Intercom) and API documentation (GitBook). The CRMLS help center has sections such as Critical Workflows (7 articles), Search (20), Client Collaboration (12), Reports (10) and Webinars (3).Source
  • 08

    Perchwell deploys every enhancement to the entire network at once and ships continuously. Legacy systems cannot match that, but a prospect cannot see it.

    High impactLow effort First result in 1 quarter Product Marketing Manager

    First action

    Collect the last six months of releases.

    How to measure it

    Changelog visits

    Now
    –
    Target
    1,000 a month
    By
    2 quarters

    Steps

    1. 1

      Collect

      Past releases.

      Product Marketing Manager 1 week

    2. 2

      Design

      Changelog page.

      Marketing Operations 1 week

    3. 3

      Publish

      Monthly.

      Product Marketing Manager monthly

    4. 4

      Link

      From /mls and emails.

      Marketing Operations 1 day

    5. 5

      Share

      With prospects.

      Head of Sales ongoing

    6. 6

      Measure

      Visits and influence.

      Marketing Operations monthly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Product Marketing Manager

    Smallest test

    Publish the last month's releases.

    Why it works

    Publish a monthly public changelog of shipped features with dates and screenshots, linked from /mls and sales emails. Reuse the What's New entries the PMM already writes.

    Release history is proof of speed, the main reason an MLS would switch.

    Risks and how to handle them

    • Shows unfinished features

      Publish only released work.

    Evidence

    • Your websiteCompany news on the blog: a $25M Series B led by Lux Capital; an earlier $15M Series A "to scale its real estate data and workflow platform nationally"; "Perchwell Taps Enterprise-Scale Platform Leaders to Accelerate Real Estate Infrastructure Modernization". The press kit says Perchwell was founded in 2015 in New York and "every feature or enhancement we build can be immediately deployed across our entire network".Source
    • HiringProduct Marketing Manager (posted October 20, 2026): "Perchwell releases to every customer at once and ships continuously, so product launches are a steady stream"; produce "release messaging, help center articles and updates, Intercom macros for the support team, MLS staff enablement briefs, member emails, What's New entries, and in-app messages"; "Own the member-facing communication plan for each MLS conversion, from announcement through the parallel period, training cohorts, cutover, and the first months after"; "Partner with Customer Success to capture testimonials and case studies to enable the Sales team"; "Build and maintain AI skills and templates, so recurring work starts from a system rather than a blank page".Source
    • Your websiteThe For MLS page (/mls) lists listings integrity, third-party data sets, API-first integrations, permissions, RESO certification and customer-success services, then three testimonials from a managing broker and agents. It shows no conversion results, no MLS customer story and no link to the Baldwin posts; Baldwin appears only as a help-center link in the footer.Source
  • 09

    The Baldwin conversion center has a video library, member Power Users, three training paths and an events calendar. The PMM will own the communication plan for each new MLS conversion.

    High impactMedium effort First result in 1 quarter Product Marketing Manager

    First action

    Turn the Baldwin center into a Webflow template.

    How to measure it

    Training before cutover

    Now
    –
    Target
    90%+
    By
    each conversion

    Steps

    1. 1

      Template

      From the Baldwin center.

      Product Marketing Manager 2 weeks

    2. 2

      FAQ library

      Common member questions.

      Head of Customer Success 2 weeks

    3. 3

      Training links

      In-person, virtual, LMS.

      Senior Implementation Lead 1 week

    4. 4

      Launch

      Next MLS.

      Product Marketing Manager 1 week

    5. 5

      Track

      Training completion.

      Senior Implementation Lead weekly

    6. 6

      Review

      After each conversion.

      Product Marketing Manager per conversion

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Product Marketing Manager

    Smallest test

    Draft the template this month.

    Why it works

    Make the center a reusable template: announcement, timeline, training sign-up, Power User list, FAQ and progress updates. Launch one for each new MLS in its first week and track training completion.

    A proven, repeatable center reduces risk for each new MLS and saves the team weeks.

    Risks and how to handle them

    • Each MLS differs

      Keep the template flexible.

    Evidence

    • Your websiteBaldwin conversion center (/mls/baldwin-conversion-center): a member resource center with a How-To Video Library, a list of member "Power Users ... trained up ahead of launch to help colleagues", three ways to complete the required "Introduction to Perchwell" training (in-person, virtual, LMS) and an events calendar.Source
    • HiringProduct Marketing Manager (posted October 20, 2026): "Perchwell releases to every customer at once and ships continuously, so product launches are a steady stream"; produce "release messaging, help center articles and updates, Intercom macros for the support team, MLS staff enablement briefs, member emails, What's New entries, and in-app messages"; "Own the member-facing communication plan for each MLS conversion, from announcement through the parallel period, training cohorts, cutover, and the first months after"; "Partner with Customer Success to capture testimonials and case studies to enable the Sales team"; "Build and maintain AI skills and templates, so recurring work starts from a system rather than a blank page".Source
    • Your websiteBlog, "Choosing an MLS Platform is more than just picking the technology" (October 21, 2026, after CMLS Open House): "When Baldwin REALTORS® moved its membership off its legacy platform this year, we trained 90% of the membership before launch and achieved a 92% CSAT score during the cutover." Lists the conversion approach: discovery, data mapping, role-based training, office visits, "a conversion resource center for members".Source
  • 10

    An MLS decision goes through staff, boards and committees. The site speaks to features and agents, but boards need answers on data, security, migration and support.

    High impactMedium effort First result in 1 quarter Head of Sales

    First action

    Outline the pack with the implementation team.

    How to measure it

    Pack downloads

    Now
    –
    Target
    30 a quarter
    By
    2 quarters

    Steps

    1. 1

      Outline

      Board questions.

      Head of Sales 1 week

    2. 2

      Write

      Each section.

      Product Marketing Manager 2 weeks

    3. 3

      Review

      Implementation and product.

      Senior Implementation Lead 1 week

    4. 4

      Design

      Pack layout.

      Marketing Operations 1 week

    5. 5

      Publish

      On /mls with form.

      Marketing Operations 1 day

    6. 6

      Follow up

      Sales calls.

      Head of Sales ongoing

    First result
    1 quarter
    Cost
    Design time
    Owner
    Head of Sales

    Smallest test

    Share a draft with one MLS prospect.

    Why it works

    Build a downloadable pack: conversion timeline, data migration approach, RESO certification, API and integrations, support model, training plan, and the Baldwin results. Offer it on /mls with a short form.

    Giving the champion inside the MLS a ready-made board pack makes the decision easier.

    Risks and how to handle them

    • Security questions vary

      Offer a call for deeper review.

    Evidence

    • Your websiteThe For MLS page (/mls) lists listings integrity, third-party data sets, API-first integrations, permissions, RESO certification and customer-success services, then three testimonials from a managing broker and agents. It shows no conversion results, no MLS customer story and no link to the Baldwin posts; Baldwin appears only as a help-center link in the footer.Source
    • Your websiteBlog, "Choosing an MLS Platform is more than just picking the technology" (October 21, 2026, after CMLS Open House): "When Baldwin REALTORS® moved its membership off its legacy platform this year, we trained 90% of the membership before launch and achieved a 92% CSAT score during the cutover." Lists the conversion approach: discovery, data mapping, role-based training, office visits, "a conversion resource center for members".Source
    • HiringSenior Implementation Lead (posted October 13, 2026): "Own and drive large-scale enterprise implementation projects from inception through successful transition to Customer Success Management", reporting to the Head of Customer Success; plus a Senior QA Engineer, Web & Mobile Automation (October 14). Every post says Perchwell has "strategic partnerships with some of the country's top Multiple Listing Services (MLSs)" and is "the first major new platform to enter the listings technology market in decades", backed by Lux Capital and Founders Fund.Source
    • Your websiteFooter links: help centers for NYC, CRMLS and Baldwin REALTORS® (Intercom) and API documentation (GitBook). The CRMLS help center has sections such as Critical Workflows (7 articles), Search (20), Client Collaboration (12), Reports (10) and Webinars (3).Source
  • 11

    Perchwell measured training and CSAT at Baldwin. The new Implementation Lead will run several enterprise conversions at once.

    High impactMedium effort First result in 1 quarter Senior Implementation Lead

    First action

    Define the five scorecard measures.

    How to measure it

    Cutover CSAT

    Now
    –
    Target
    90%+
    By
    each conversion

    Steps

    1. 1

      Define measures

      Five numbers.

      Senior Implementation Lead 1 week

    2. 2

      Build

      Dashboard.

      Marketing Operations 2 weeks

    3. 3

      Share

      Weekly with MLS.

      Senior Implementation Lead weekly

    4. 4

      Act

      On low areas.

      Head of Customer Success weekly

    5. 5

      Archive

      For the case study.

      Product Marketing Manager per conversion

    6. 6

      Review

      After launch.

      Senior Implementation Lead per conversion

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Senior Implementation Lead

    Smallest test

    Use it with the next conversion.

    Why it works

    Give each MLS a weekly scorecard: members trained, active users, top questions, CSAT and milestones. Use the same scorecard internally and in the post-launch case study.

    Shared numbers build trust with MLS staff and produce the next case study automatically.

    Risks and how to handle them

    • Bad weeks are visible

      Explain and act on them.

    Evidence

    • HiringSenior Implementation Lead (posted October 13, 2026): "Own and drive large-scale enterprise implementation projects from inception through successful transition to Customer Success Management", reporting to the Head of Customer Success; plus a Senior QA Engineer, Web & Mobile Automation (October 14). Every post says Perchwell has "strategic partnerships with some of the country's top Multiple Listing Services (MLSs)" and is "the first major new platform to enter the listings technology market in decades", backed by Lux Capital and Founders Fund.Source
    • Your websiteBlog, "Choosing an MLS Platform is more than just picking the technology" (October 21, 2026, after CMLS Open House): "When Baldwin REALTORS® moved its membership off its legacy platform this year, we trained 90% of the membership before launch and achieved a 92% CSAT score during the cutover." Lists the conversion approach: discovery, data mapping, role-based training, office visits, "a conversion resource center for members".Source
    • HiringProduct Marketing Manager (posted October 20, 2026): "Perchwell releases to every customer at once and ships continuously, so product launches are a steady stream"; produce "release messaging, help center articles and updates, Intercom macros for the support team, MLS staff enablement briefs, member emails, What's New entries, and in-app messages"; "Own the member-facing communication plan for each MLS conversion, from announcement through the parallel period, training cohorts, cutover, and the first months after"; "Partner with Customer Success to capture testimonials and case studies to enable the Sales team"; "Build and maintain AI skills and templates, so recurring work starts from a system rather than a blank page".Source
  • 12

    Baldwin trained member Power Users before launch to help colleagues. They are also the most credible voices for other agents and MLSs.

    Medium impactLow effort First result in 1 quarter Head of Customer Success

    First action

    Invite the Baldwin Power Users to a feedback call.

    How to measure it

    Stories and speakers

    Now
    –
    Target
    10
    By
    2 quarters

    Steps

    1. 1

      Invite

      Feedback call.

      Head of Customer Success 1 week

    2. 2

      Badge

      In-app recognition.

      Head of Product 1 month

    3. 3

      Early access

      New features.

      Head of Product ongoing

    4. 4

      Record

      Quotes and videos.

      Product Marketing Manager 1 month

    5. 5

      Speakers

      Webinars and events.

      Product Marketing Manager quarterly

    6. 6

      Expand

      Each new MLS.

      Head of Customer Success ongoing

    First result
    1 quarter
    Cost
    Small rewards
    Owner
    Head of Customer Success

    Smallest test

    Hold one Power User call.

    Why it works

    Give Power Users a badge, early features and a quarterly call, invite them to speak on MLS webinars and at conferences, and collect a quote or video from each.

    Peer voices carry more weight with agents and boards than vendor messages.

    Risks and how to handle them

    • Volunteer fatigue

      Keep the ask small.

    Evidence

    • Your websiteBaldwin conversion center (/mls/baldwin-conversion-center): a member resource center with a How-To Video Library, a list of member "Power Users ... trained up ahead of launch to help colleagues", three ways to complete the required "Introduction to Perchwell" training (in-person, virtual, LMS) and an events calendar.Source
    • Your websiteRecent posts: "How one Baldwin REALTOR® saves two hours per listing report with Perchwell"; an agent whose clients "used to send her consumer portal links" and now discuss listings in a Perchwell thread; "Introducing AI Scribe: Write Listing Descriptions in Seconds"; "Three Practical Uses of AI for the MLS"; an employee story that begins "After 15 years in the real estate industry".Source
    • Your websiteBlog, "Choosing an MLS Platform is more than just picking the technology" (October 21, 2026, after CMLS Open House): "When Baldwin REALTORS® moved its membership off its legacy platform this year, we trained 90% of the membership before launch and achieved a 92% CSAT score during the cutover." Lists the conversion approach: discovery, data mapping, role-based training, office visits, "a conversion resource center for members".Source
  • 13

    MLS leaders compare platforms during long evaluations. Flexmls and Cotality speak to MLS organizations on their own sites; Perchwell has no comparison content.

    Medium impactMedium effort First result in 2 quarters Product Marketing Manager

    First action

    List the legacy platforms prospects use today.

    How to measure it

    Comparison leads

    Now
    –
    Target
    10 a quarter
    By
    2 quarters

    Steps

    1. 1

      List platforms

      From pipeline.

      Head of Sales 1 week

    2. 2

      Research

      Public facts.

      Product Marketing Manager 2 weeks

    3. 3

      Write

      Migration-focused pages.

      Product Marketing Manager 2 weeks

    4. 4

      Legal review

      Claims.

      Legal 1 week

    5. 5

      Publish

      Linked from /mls.

      Marketing Operations 1 day

    6. 6

      Refresh

      Quarterly.

      Product Marketing Manager quarterly

    First result
    2 quarters
    Cost
    Staff time only
    Owner
    Product Marketing Manager

    Smallest test

    Publish one migration page.

    Why it works

    Publish factual pages on what moving from each legacy platform involves: data migration, training, features and timeline, with legal review and no claims that cannot be sourced.

    Evaluators search for comparisons; balanced pages earn trust and leads.

    Risks and how to handle them

    • Out-of-date facts

      Date each page.

    Evidence

    • Competitor researchRivals' own homepages: Flexmls, "The MLS Platform Built For MLS Organizations"; Cotality (formerly CoreLogic), "Intelligence beyond bounds", a property data company that also supplies MLS software.Source
    • Your websiteThe For MLS page (/mls) lists listings integrity, third-party data sets, API-first integrations, permissions, RESO certification and customer-success services, then three testimonials from a managing broker and agents. It shows no conversion results, no MLS customer story and no link to the Baldwin posts; Baldwin appears only as a help-center link in the footer.Source
    • Your websiteBlog, "Choosing an MLS Platform is more than just picking the technology" (October 21, 2026, after CMLS Open House): "When Baldwin REALTORS® moved its membership off its legacy platform this year, we trained 90% of the membership before launch and achieved a 92% CSAT score during the cutover." Lists the conversion approach: discovery, data mapping, role-based training, office visits, "a conversion resource center for members".Source
  • 14

    The mobile app is a core selling point, yet the iOS app is rated 3.79 from only 34 ratings. MLS staff and agents check ratings before trusting a new system.

    Medium impactLow effort First result in 1 quarter Head of Product

    First action

    Pick three success moments.

    How to measure it

    iOS rating

    Now
    –
    Target
    4.5 from 300+
    By
    2 quarters

    Steps

    1. 1

      Pick moments

      Three successes.

      Head of Product 1 week

    2. 2

      Add prompt

      Native rating API.

      Head of Product 2 weeks

    3. 3

      Test

      Web and mobile automation.

      Senior QA Engineer, Web & Mobile Automation 1 week

    4. 4

      Release

      All users.

      Head of Product 1 day

    5. 5

      Reply

      To reviews.

      Head of Customer Success weekly

    6. 6

      Track

      Rating trend.

      Head of Product monthly

    First result
    1 quarter
    Cost
    $0
    Owner
    Head of Product

    Smallest test

    Release the prompt to 10% of users.

    Why it works

    Prompt for a rating after success moments (a report shared, a listing saved, a client reply), never after errors, and reply to every review.

    More ratings from happy users give a truer score that supports conversions.

    Risks and how to handle them

    • Prompt annoys users

      Limit to once per quarter.

    Evidence

    • Your websiteHomepage: "Where agent work happens"; a demo form asking "What type of organization do you represent?" (MLS, Association of REALTORS©, Brokerage, Broker Office, Vendor, Other); no social share image, while the Baldwin announcement post has one. The iOS app "Real Estate by Perchwell" is rated 3.79 from 34 ratings (updated October 12, 2026).Source
    • HiringProduct Marketing Manager (posted October 20, 2026): "Perchwell releases to every customer at once and ships continuously, so product launches are a steady stream"; produce "release messaging, help center articles and updates, Intercom macros for the support team, MLS staff enablement briefs, member emails, What's New entries, and in-app messages"; "Own the member-facing communication plan for each MLS conversion, from announcement through the parallel period, training cohorts, cutover, and the first months after"; "Partner with Customer Success to capture testimonials and case studies to enable the Sales team"; "Build and maintain AI skills and templates, so recurring work starts from a system rather than a blank page".Source
  • 15

    The blog's best posts come from conversations with MLS leaders at CMLS. A recurring webinar puts peers in front of prospects all year.

    Medium impactMedium effort First result in 1 quarter Product Marketing Manager

    First action

    Invite one MLS executive to the first session.

    How to measure it

    Executive registrants

    Now
    –
    Target
    50 per session
    By
    2 quarters

    Steps

    1. 1

      Pick topics

      Conversion and AI.

      Product Marketing Manager 1 week

    2. 2

      Invite speakers

      MLS executives.

      Head of Customer Success 2 weeks

    3. 3

      Promote

      Email and LinkedIn.

      Marketing Operations 2 weeks

    4. 4

      Host

      Quarterly.

      Product Marketing Manager quarterly

    5. 5

      Cut clips

      Social and pack.

      Product Marketing Manager 1 week

    6. 6

      Follow up

      Sales.

      Head of Sales ongoing

    First result
    1 quarter
    Cost
    Webinar tool
    Owner
    Product Marketing Manager

    Smallest test

    Host one session.

    Why it works

    Host a quarterly webinar with an MLS executive from a Perchwell market on conversion, AI and member value. Record it, cut clips and add it to the evaluation pack.

    Peer-led education builds trust and pipeline between conferences.

    Risks and how to handle them

    • Low turnout

      Record and share widely.

    Evidence

    • Your websiteBlog, "Choosing an MLS Platform is more than just picking the technology" (October 21, 2026, after CMLS Open House): "When Baldwin REALTORS® moved its membership off its legacy platform this year, we trained 90% of the membership before launch and achieved a 92% CSAT score during the cutover." Lists the conversion approach: discovery, data mapping, role-based training, office visits, "a conversion resource center for members".Source
    • Your websiteBlog, "Baldwin MLS Completes Its Transition to Perchwell" (September 22, 2026): "More than 3,000 real estate professionals across Baldwin County, Alabama" moved in "a phased rollout over several months, including a parallel period"; quotes from the Baldwin MLS President and Executive Officer; "the largest technology change in Baldwin MLS's history".Source
    • Your websiteRecent posts: "How one Baldwin REALTOR® saves two hours per listing report with Perchwell"; an agent whose clients "used to send her consumer portal links" and now discuss listings in a Perchwell thread; "Introducing AI Scribe: Write Listing Descriptions in Seconds"; "Three Practical Uses of AI for the MLS"; an employee story that begins "After 15 years in the real estate industry".Source
  • 16

    The For MLS page promises "Plug and play integrations" and Perchwell publishes API documentation, but there is no public list of tools that work with it.

    Medium impactMedium effort First result in 2 quarters Head of Product

    First action

    List current integrations.

    How to measure it

    Partner-sourced leads

    Now
    –
    Target
    5 a quarter
    By
    2 quarters

    Steps

    1. 1

      List

      Current integrations.

      Head of Product 1 week

    2. 2

      Write

      Partner pages.

      Product Marketing Manager 2 weeks

    3. 3

      Publish

      Directory.

      Marketing Operations 1 week

    4. 4

      Co-market

      With partners.

      Product Marketing Manager ongoing

    5. 5

      Add

      New integrations.

      Head of Product ongoing

    6. 6

      Measure

      Visits and leads.

      Marketing Operations monthly

    First result
    2 quarters
    Cost
    Staff time only
    Owner
    Head of Product

    Smallest test

    Publish the first five integrations.

    Why it works

    Publish an integrations directory with each partner tool, what it does and how to switch it on, and co-market new integrations with partners.

    MLSs and brokerages want to keep tools agents already use; a list answers that quickly.

    Risks and how to handle them

    • Partners change

      Review quarterly.

    Evidence

    • Your websiteThe For MLS page (/mls) lists listings integrity, third-party data sets, API-first integrations, permissions, RESO certification and customer-success services, then three testimonials from a managing broker and agents. It shows no conversion results, no MLS customer story and no link to the Baldwin posts; Baldwin appears only as a help-center link in the footer.Source
    • Your websiteFooter links: help centers for NYC, CRMLS and Baldwin REALTORS® (Intercom) and API documentation (GitBook). The CRMLS help center has sections such as Critical Workflows (7 articles), Search (20), Client Collaboration (12), Reports (10) and Webinars (3).Source
    • Your websiteFor Brokers page: AI listing descriptions, branded CMAs and presentations, local market insights, client collaboration on mobile, and "Recruit and nurture top talent" for brokerages.Source

Big bets 3

Larger plays that can change the trajectory.

  • 17

    Perchwell's Reports and Analytics turn market data into branded client moments, and MLSs want to show members value. Public market pages would bring agents, consumers and press.

    High impactHigh effort First result in 4 quarters CEO

    First action

    Propose a pilot to one MLS.

    How to measure it

    Monthly report views

    Now
    –
    Target
    50,000
    By
    4 quarters

    Steps

    1. 1

      Propose

      Pilot to one MLS.

      CEO 1 month

    2. 2

      Agree data rules

      MLS approval.

      Legal 1 month

    3. 3

      Build

      Report pages.

      Head of Product 1 quarter

    4. 4

      Agent sharing

      Branded versions.

      Head of Product 1 month

    5. 5

      Promote

      Press and agents.

      Product Marketing Manager monthly

    6. 6

      Expand

      More MLSs.

      CEO 2 quarters

    First result
    4 quarters
    Cost
    Product time
    Owner
    CEO

    Smallest test

    Mock up one report for one market.

    Why it works

    With each MLS's approval, publish monthly market reports for its area (prices, inventory, days on market) co-branded with the MLS, shareable by agents with their own branding.

    Useful public data earns links and press, shows agents the product and strengthens the MLS partnership.

    Risks and how to handle them

    • Data licensing

      Only with each MLS's agreement.

    Evidence

    • Your websiteFor Brokers page: AI listing descriptions, branded CMAs and presentations, local market insights, client collaboration on mobile, and "Recruit and nurture top talent" for brokerages.Source
    • Your websiteThe For MLS page (/mls) lists listings integrity, third-party data sets, API-first integrations, permissions, RESO certification and customer-success services, then three testimonials from a managing broker and agents. It shows no conversion results, no MLS customer story and no link to the Baldwin posts; Baldwin appears only as a help-center link in the footer.Source
    • Your websiteCompany news on the blog: a $25M Series B led by Lux Capital; an earlier $15M Series A "to scale its real estate data and workflow platform nationally"; "Perchwell Taps Enterprise-Scale Platform Leaders to Accelerate Real Estate Infrastructure Modernization". The press kit says Perchwell was founded in 2015 in New York and "every feature or enhancement we build can be immediately deployed across our entire network".Source
  • 18

    An agent's clients now discuss listings in Perchwell threads instead of sending portal links. Every client invited sees Perchwell at its best.

    High impactHigh effort First result in 4 quarters Head of Product

    First action

    Count clients invited per agent each month.

    How to measure it

    Agent sign-ups from shares

    Now
    –
    Target
    +20%
    By
    4 quarters

    Steps

    1. 1

      Measure

      Client invites.

      Head of Product 1 month

    2. 2

      Design

      Branding and note.

      Head of Product 1 month

    3. 3

      Test

      One market.

      Head of Product 1 quarter

    4. 4

      Measure

      Agent sign-ups.

      Marketing Operations monthly

    5. 5

      Refine

      Message.

      Product Marketing Manager monthly

    6. 6

      Scale

      All markets.

      Head of Product 2 quarters

    First result
    4 quarters
    Cost
    Product time
    Owner
    Head of Product

    Smallest test

    Add the note in one market.

    Why it works

    Make the client experience clearly branded to the agent and Perchwell, add a light "Your agent uses Perchwell" note for other agents in a deal, and measure how many agents join after seeing it.

    Each shared listing becomes product marketing to the next agent.

    Risks and how to handle them

    • Agents want their own brand

      Agent branding stays first.

    Evidence

    • Your websiteRecent posts: "How one Baldwin REALTOR® saves two hours per listing report with Perchwell"; an agent whose clients "used to send her consumer portal links" and now discuss listings in a Perchwell thread; "Introducing AI Scribe: Write Listing Descriptions in Seconds"; "Three Practical Uses of AI for the MLS"; an employee story that begins "After 15 years in the real estate industry".Source
    • Your websiteFor Brokers page: AI listing descriptions, branded CMAs and presentations, local market insights, client collaboration on mobile, and "Recruit and nurture top talent" for brokerages.Source
    • Your websiteHomepage: "Where agent work happens"; a demo form asking "What type of organization do you represent?" (MLS, Association of REALTORS©, Brokerage, Broker Office, Vendor, Other); no social share image, while the Baldwin announcement post has one. The iOS app "Real Estate by Perchwell" is rated 3.79 from 34 ratings (updated October 12, 2026).Source
  • 19

    Perchwell launched AI Scribe for listing descriptions and wrote about AI for MLSs. Measured time saved is the clearest proof.

    High impactHigh effort First result in 3 quarters Head of Product

    First action

    Define time saved per listing.

    How to measure it

    Monthly AI Scribe users

    Now
    –
    Target
    50%
    By
    3 quarters

    Steps

    1. 1

      Define measure

      Time per listing.

      Head of Product 2 weeks

    2. 2

      Instrument

      Events.

      Head of Product 1 month

    3. 3

      Show agents

      Monthly total.

      Head of Product 1 quarter

    4. 4

      Publish

      Aggregated results.

      Product Marketing Manager 1 month

    5. 5

      Sell

      In MLS pack.

      Head of Sales ongoing

    6. 6

      Update

      Quarterly.

      Product Marketing Manager quarterly

    First result
    3 quarters
    Cost
    Product time
    Owner
    Head of Product

    Smallest test

    Measure for one market.

    Why it works

    Track drafts accepted and time to publish listings with and without AI Scribe, show agents their monthly time saved, and publish aggregated results.

    Concrete savings sell AI to agents and boards alike.

    Risks and how to handle them

    • Overstated savings

      Use measured times.

    Evidence

    • Your websiteRecent posts: "How one Baldwin REALTOR® saves two hours per listing report with Perchwell"; an agent whose clients "used to send her consumer portal links" and now discuss listings in a Perchwell thread; "Introducing AI Scribe: Write Listing Descriptions in Seconds"; "Three Practical Uses of AI for the MLS"; an employee story that begins "After 15 years in the real estate industry".Source
    • Your websiteCompany news on the blog: a $25M Series B led by Lux Capital; an earlier $15M Series A "to scale its real estate data and workflow platform nationally"; "Perchwell Taps Enterprise-Scale Platform Leaders to Accelerate Real Estate Infrastructure Modernization". The press kit says Perchwell was founded in 2015 in New York and "every feature or enhancement we build can be immediately deployed across our entire network".Source
    • HiringProduct Marketing Manager (posted October 20, 2026): "Perchwell releases to every customer at once and ships continuously, so product launches are a steady stream"; produce "release messaging, help center articles and updates, Intercom macros for the support team, MLS staff enablement briefs, member emails, What's New entries, and in-app messages"; "Own the member-facing communication plan for each MLS conversion, from announcement through the parallel period, training cohorts, cutover, and the first months after"; "Partner with Customer Success to capture testimonials and case studies to enable the Sales team"; "Build and maintain AI skills and templates, so recurring work starts from a system rather than a blank page".Source

Wildcards 2

Unexpected experiments, each with a cheap way to test it.

  • 20

    Perchwell runs help centers for three markets with dozens of articles. Agents and MLS staff searching how to do a task land on generic results.

    Medium impactLow effort First result in 1 quarter Product Marketing Manager

    First action

    List the 20 most-read articles.

    How to measure it

    Help article visits

    Now
    –
    Target
    +30%
    By
    2 quarters

    Steps

    1. 1

      List

      Top articles.

      Head of Customer Success 1 week

    2. 2

      Retitle

      Task-based titles.

      Product Marketing Manager 1 week

    3. 3

      Index

      Public articles.

      Marketing Operations 1 day

    4. 4

      Link

      From product pages.

      Marketing Operations 1 day

    5. 5

      Update

      With releases.

      Product Marketing Manager ongoing

    6. 6

      Measure

      Visits.

      Marketing Operations monthly

    First result
    1 quarter
    Cost
    $0
    Owner
    Product Marketing Manager

    Smallest test

    Retitle ten articles.

    Why it works

    Make the most-read help articles public and indexable, add clear titles for common tasks and link them from product pages.

    Help content answers real questions and shows prospects how simple daily work is.

    Risks and how to handle them

    • Market-specific steps

      Note which market each covers.

    Evidence

    • Your websiteFooter links: help centers for NYC, CRMLS and Baldwin REALTORS® (Intercom) and API documentation (GitBook). The CRMLS help center has sections such as Critical Workflows (7 articles), Search (20), Client Collaboration (12), Reports (10) and Webinars (3).Source
    • HiringProduct Marketing Manager (posted October 20, 2026): "Perchwell releases to every customer at once and ships continuously, so product launches are a steady stream"; produce "release messaging, help center articles and updates, Intercom macros for the support team, MLS staff enablement briefs, member emails, What's New entries, and in-app messages"; "Own the member-facing communication plan for each MLS conversion, from announcement through the parallel period, training cohorts, cutover, and the first months after"; "Partner with Customer Success to capture testimonials and case studies to enable the Sales team"; "Build and maintain AI skills and templates, so recurring work starts from a system rather than a blank page".Source
  • 21

    Perchwell already tells the story of a team member who spent 15 years in real estate. Former agents speak the language MLS members trust.

    Medium impactLow effort First result in 1 quarter Product Marketing Manager

    First action

    List team members with agent backgrounds.

    How to measure it

    Video views

    Now
    –
    Target
    10,000 a quarter
    By
    2 quarters

    Steps

    1. 1

      List

      Team members.

      Head of Customer Success 1 week

    2. 2

      Plan

      Topics.

      Product Marketing Manager 1 week

    3. 3

      Record

      Videos.

      Product Marketing Manager monthly

    4. 4

      Publish

      Blog and social.

      Marketing Operations monthly

    5. 5

      Use in training

      Conversions.

      Senior Implementation Lead ongoing

    6. 6

      Measure

      Views.

      Marketing Operations monthly

    First result
    1 quarter
    Cost
    Production time
    Owner
    Product Marketing Manager

    Smallest test

    Record one video.

    Why it works

    Feature former agents on the team in webinars, training and short videos, and give them a recurring post on the blog.

    Agents trust people who have done the job.

    Risks and how to handle them

    • Time away from work

      Keep each piece short.

    Evidence

    • Your websiteRecent posts: "How one Baldwin REALTOR® saves two hours per listing report with Perchwell"; an agent whose clients "used to send her consumer portal links" and now discuss listings in a Perchwell thread; "Introducing AI Scribe: Write Listing Descriptions in Seconds"; "Three Practical Uses of AI for the MLS"; an employee story that begins "After 15 years in the real estate industry".Source
    • HiringProduct Marketing Manager (posted October 20, 2026): "Perchwell releases to every customer at once and ships continuously, so product launches are a steady stream"; produce "release messaging, help center articles and updates, Intercom macros for the support team, MLS staff enablement briefs, member emails, What's New entries, and in-app messages"; "Own the member-facing communication plan for each MLS conversion, from announcement through the parallel period, training cohorts, cutover, and the first months after"; "Partner with Customer Success to capture testimonials and case studies to enable the Sales team"; "Build and maintain AI skills and templates, so recurring work starts from a system rather than a blank page".Source

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See every playbook and website review

Independent research. Programmable wrote this playbook from public sources, as they stood on October 23, 2026, and cites them throughout. Perchwell did not commission, review or endorse it, and Programmable is not affiliated with Perchwell. Company and product names are trademarks of their owners, used only to identify them. The ideas are suggestions and opinion, not professional, legal or financial advice, and not statements about how Perchwell runs its business.

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30/60/90 roadmap

What to focus on in each month, and the ideas that carry it.

  1. Days 1 to 306 ideas

    Baldwin proof on /mls, sitemap, MLS lead routing, speed, share images and broker stories.

  2. Days 31 to 6012 ideas

    Launch kit, changelog, conversion template, evaluation pack, scorecard, Power Users, comparison pages, app ratings, webinars and integrations; help guides and field voices.

  3. Days 61 to 903 ideas

    Start the big bets: co-branded market reports, the collaboration loop and AI Scribe results.

The research behind the plan

3 research areas, each summarised in a few lines. Open any of them for the full detail.

Customers

What customers say

Customers value A modern, fast interface. The most cited problem: fear of a difficult conversion.

  • Mobile app with full features
  • Legacy tools spread across systems
  • In their words: “conversion”

Market

Competitive landscape

2 competitors compared: Flexmls and Cotality (formerly CoreLogic).

  • Gap to exploit: Measured conversion outcomes published for MLS buyers
  • Flexmls: Legacy architecture
  • Cotality (formerly CoreLogic): MLS software is one line among many

Hiring signals

Perchwell is hiring to scale MLS conversions and continuous launches.

  • Product Marketing Manager: Launches, MLS conversion communications, case studies. Ideas 1, 7, 8, 9.
  • Senior Implementation Lead: Enterprise conversions. Ideas 10, 11.
  • Senior QA Engineer, Web & Mobile Automation: Web and mobile quality. Idea 14.

From the team that wrote this playbook

All products
  • ProgrammableAgencyWorking AI systems in days, not quarters (opens programmable.agency in a new tab)
  • ProgrammableInfoAn agent that finds, researches and asks first (opens programmable.info in a new tab)
  • ProgrammableDigitalScreenshots in, an animated product demo out (opens programmable.digital in a new tab)
  • ProgrammableWatchKnow the day a supplier falls out of compliance (opens programmable.watch in a new tab)
  • ProgrammableTalkGet registrants for your events, and know who’s coming (opens programmable.talk in a new tab)
  • ProgrammablePageText what you need, your customer gets a page that works (opens programmable.page in a new tab)
  • ProgrammableCommunityForums with labelled AI members, never empty (opens programmable.community in a new tab)
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